KPC Financial Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
KPC Financial Solutions LLC provides portfolio management and financial planning primarily to individual clients, including high‑net‑worth individuals, and prepares a written Investment Policy Statement for each account. The firm manages roughly $75 million in client assets through a four‑advisor team and offers ongoing monitoring, discretionary trading authority, and the option to allocate portions of client portfolios to third‑party managers.
The firm's investment process combines modern portfolio theory and quantitative analysis and uses both long‑term and short‑term trading across mutual funds, equities, fixed income, annuities, ETFs (including precious‑metal ETFs), and TIPS. KPCFSLLC commonly implements strategies on a discretionary basis, may place client assets with selected third‑party advisers, and requires clients to custody assets at a designated custodian (with a transition from other custodians noted).
Noteworthy differences from many peers include its participation as a wrap‑fee program sponsor (receiving a portion of wrap fees), an affiliation with accounting services through a firm principal who is an accountant, and multiple supervised persons who are licensed insurance agents and may offer commissionable insurance products; these relationships are disclosed in the firm’s Form ADV as potential conflicts. The brochure also discloses operational practices that diverge from some peers — for example, KPCFSLLC does not aggregate block trades for multiple clients and requires use of a specified custodian — and documents controls and disclosures intended to address related conflicts.
Client services
Expertise
Fee options
Fixed fee for financial planning: $2,500 (negotiable).
$1 - $500,000: 1.55% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.45% $2,000,001+: 1.40%
Commission-based compensation through licensed insurance agents for sale of insurance products.
Main office
See office300 Morrison Park Drive, Suite 130
Southlake TX 76092
Advisors at this office
2
Offices (2)
Most active in
Texas
Also doing business as
Kpc Financial Solutions LLC · Kpc Financial Solutions, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Jay A
CFP®, Series 66
Southlake, TX
KPC Financial Solutions, LLC
Jay Angotti is a CFP® with 15 years of industry experience. He currently works at KPC Financial Solutions, LLC, where he has been since 2021. His prior roles include positions at LPL Financial LLC, Hilltop Securities Inc, Northern Lights Distributors, LLC, and Swan Global Investments. KPC Financial Solutions LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a combination of modern portfolio theory and quantitative analysis, managing approximately $75 million in assets through a team of four advisors.
Kevin C
Series 65
Southlake, TX
KPC Financial Solutions, LLC
Kevin Christ is a financial advisor at KPC Financial Solutions, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at multiple firms including AE Wealth Management, Brookstone Capital Management, and Guardian Financial Management. In addition to his advisory role, he is an independent insurance agent contracted with multiple carriers. KPC Financial Solutions LLC provides discretionary portfolio management and financial planning primarily to individual clients, including high-net-worth individuals. The firm’s investment approach is based on modern portfolio theory and quantitative analysis, offering services that include asset allocation, implementation, and third-party manager oversight.
Todd R
Series 65
Dallas, TX
KPC Financial Solutions, LLC
Todd Rabalais is a financial advisor at KPC Financial Solutions, LLC with 17 years of industry experience. He holds a Series 65 designation and has worked with firms including AE Wealth Management, LLC and Total Advisor Network, LLC. In addition to his advisory role, he sells life, accident, and health insurance through appointments with various insurance companies. KPC Financial Solutions provides portfolio management and financial planning primarily to individual and high-net-worth clients, managing approximately $75 million in assets. The firm employs a combination of modern portfolio theory and quantitative analysis, offering discretionary management and third-party manager allocations through a four-advisor team.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")